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PBT

Permian Basin Royalty Trust

61 hedge funds and large institutions have $173M invested in Permian Basin Royalty Trust in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

52% more capital invested

Capital invested by funds: $114M → $173M (+$59.3M)

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

2.85% more ownership

Funds ownership: 19.62%22.47% (+2.9%)

0% more funds holding

Funds holding: 6161 (0)

49% less call options, than puts

Call options by funds: $6M | Put options by funds: $11.7M

Holders
61
Holders Change
Holders Change %
0%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
10
Increased
17
Reduced
13
Closed
9
Calls
$6M
Puts
$11.7M
Net Calls
-$5.67M
Net Calls Change
+$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
1
SoftVest Advisors
Texas
$68M +$4.01M +258,656 +7%
HKAM
2
Horizon Kinetics Asset Management
New York
$34.6M +$15.3M +989,108 +90%
FRM
3
Foundation Resource Management
Arkansas
$11.6M -$235K -15,182 -2%
Group One Trading
4
Group One Trading
Illinois
$9.21M +$1.02M +65,939 +13%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$6.05M -$3.8M -244,979 -40%
MRI
6
Mad River Investors
Massachusetts
$5.4M +$2.23M +143,900 +79%
EFS
7
Essex Financial Services
Connecticut
$4.64M -$80.1K -5,164 -2%
SFS
8
Sowell Financial Services
Arkansas
$3.5M +$864K +55,731 +36%
HP
9
Hosking Partners
United Kingdom
$3.49M +$3.27M +210,871 New
RWA
10
RGT Wealth Advisors
Texas
$3.49M
CAL
11
Capital Analysts LLC
Pennsylvania
$2.67M +$71.2K +4,590 +3%
SC
12
Sinecera Capital
Texas
$2.02M +$1.35K +87 +0.1%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$1.94M
Morgan Stanley
14
Morgan Stanley
New York
$1.77M -$1.1M -70,739 -40%
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$1.63M +$199K +12,835 +15%
LPL Financial
16
LPL Financial
California
$1.43M +$129K +8,298 +11%
Belvedere Trading
17
Belvedere Trading
Illinois
$1.28M +$811K +52,341 +251%
Simplex Trading
18
Simplex Trading
Illinois
$1.28M -$110K -7,100 -8%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.14M +$248K +16,023 +30%
PFO
20
Pathstone Family Office
New Jersey
$940K
RFA
21
Resurgent Financial Advisors
Georgia
$794K
BFIM
22
Beese Fulmer Investment Management
Ohio
$693K +$15.5K +1,001 +2%
Osaic Holdings
23
Osaic Holdings
Arizona
$654K -$47.8K -3,080 -7%
Citadel Advisors
24
Citadel Advisors
Florida
$578K -$790K -50,923 -59%
CIA
25
Capital Investment Advisors
Georgia
$440K -$17.1K -1,100 -4%

PBT Hedge Fund Activity: Q2 2022 in Review

61 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Permian Basin Royalty Trust (PBT) for Q2 2022, worth a combined $173M — up 52% from $114M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PBT positions and 9 closed out — a net gain of 1 holder — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Horizon Kinetics Asset Management, adding an estimated $15.3M. The largest seller was Susquehanna International Group, cutting an estimated $3.8M.

  • 61 institutional investors held Permian Basin Royalty Trust (PBT) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $173M of Permian Basin Royalty Trust stock for Q2 2022, up 52% quarter-over-quarter.
  • 10 funds opened new Permian Basin Royalty Trust positions in Q2 2022 and 9 closed out, a net change of +1 holder.
  • The largest Permian Basin Royalty Trust buyer in Q2 2022 was Horizon Kinetics Asset Management, an estimated $15.3M added.
  • The largest Permian Basin Royalty Trust seller in Q2 2022 was Susquehanna International Group, an estimated $3.8M sold.

Based on aggregated 13F filings for Q2 2022.